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Invesco QQQ Trust

2,434 hedge funds and large institutions have $73B invested in Invesco QQQ Trust in 2023 Q1 according to their latest regulatory filings, with 276 funds opening new positions, 877 increasing their positions, 956 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,434
Holders Change
+99
Holders Change %
+4.24%
% of All Funds
38.96%
Holding in Top 10
508
Holding in Top 10 Change
+65
Holding in Top 10 Change %
+14.67%
% of All Funds
8.13%
New
276
Increased
877
Reduced
956
Closed
126
Calls
$122B
Puts
$209B
Net Calls
-$87.5B
Net Calls Change
-$61.3B
Name Holding Trade Value Shares
Change
Shares
Change %
AW
2301
Avion Wealth
Texas
$177K +$26.6K +100 +18%
EWP
2302
Elevation Wealth Partners
California
$174K +$174K +542 New
AFS
2303
Annapolis Financial Services
Maryland
$172K
GBT
2304
Grove Bank & Trust
Florida
$169K
IWP
2305
IAG Wealth Partners
Wisconsin
$168K +$9.63K +30 +6%
KFS
2306
Kelly Financial Services
Massachusetts
$168K +$2.89K +9 +2%
LPIC
2307
LeJeune Puetz Investment Counsel
Michigan
$164K
MRCM
2308
M&R Capital Management
New Jersey
$160K -$14.4K -45 -8%
TCM
2309
TD Capital Management
Tennessee
$158K
PFA
2310
Pathway Financial Advisers
Indiana
$155K +$10.9K +34 +8%
BAM
2311
Byrne Asset Management
New Jersey
$155K +$103K +319 +196%
TFM
2312
TFC Financial Management
Massachusetts
$153K +$321 +1 +0.2%
VWM
2313
Valley Wealth Managers
New Jersey
$150K
WPWM
2314
Western Pacific Wealth Management
Illinois
$149K +$121K +378 +445%
EW
2315
Element Wealth
Mississippi
$145K +$145K +451 New
PPC
2316
Park Place Capital
Alabama
$143K -$13.5K -42 -9%
DWA
2317
Dougherty Wealth Advisers
Minnesota
$142K
KHC
2318
Koesten Hirschmann & Crabtree
Kansas
$139K +$3.53K +11 +3%
CM
2319
Cornerstone Management
Georgia
$137K
JFG
2320
JDM Financial Group
Texas
$135K -$12.8K -40 -9%
ETC
2321
Exchange Traded Concepts
Oklahoma
$134K +$134K +418 New
DAM
2322
Delta Asset Management
Tennessee
$133K +$34K +106 +34%
IA
2323
IFS Advisors
Kansas
$133K
POIA
2324
Pin Oak Investment Advisors
Texas
$129K +$112K +348 +644%
CSB
2325
City State Bank
Iowa
$126K